Pieter Vanvredenburch is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Market Alpha Advisors, Tullett Prebon Americas Holdings Inc, and HSBC Securities (USA) Inc. He is also associated with 1776 Financial as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm focuses on tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

Christopher Meninno is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He has worked with Metlife Securities Inc. for 19 years and has held roles at MassMutual Life Insurance Co. since 2016. Meninno holds a Series 63 designation and also works as an insurance broker specializing in fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software and a collaborative planning process.

William Shad is a Series 66 credentialed financial advisor with UBS Financial Services in Wellesley, MA, bringing 21 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he provides companionship and mentoring for individuals with learning disabilities through International Health Solutions, Inc., focusing on emotional support and education on budgeting and healthy living. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and investment strategies.

Daniel Rabatsky is a financial advisor with Raymond James & Associates in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he serves on the Sharon Energy Advisory Committee, where he evaluates renewable energy options from environmental and financial perspectives. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Walsh is a financial advisor with LPL Financial based in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Beacon Wealth Advisors and LPL Financial since 2016. Outside of his advisory work, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with a range of model portfolios and research resources.

Brady Palmer is a financial advisor at Morgan Stanley with four years of industry experience. His prior roles include positions at MandMarblestone Group, John Hancock, and Fidelity Brokerage Services. Palmer holds the Series 66 and Series 63 registrations. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by structured planning tools and a wide range of investment products.

John Holleran is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Dunn is an Investment Consultant at Fidelity Investments, where he assists clients and their families in creating customized financial plans designed to provide confidence, clarity, and stability throughout retirement. He has held several roles at Fidelity Investments since 2020, progressing from Investor Center Intern to Financial Representative, Relationship Manager, Planning Consultant, and currently serving as Investment Consultant. Throughout his tenure at Fidelity Investments, Andrew has developed expertise in investment consulting and financial planning. His career progression within the company reflects a deepening understanding of client needs and financial strategies. Outside of his professional responsibilities, Andrew is interested in football, golf, traveling, and social events with friends.

Susan Magri is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models to support its financial planning process.

Martha Russell is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. In addition to her advisory role, she serves as an administrator or executor of estates and trustee of trusts for both family and non-family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Benjamin Krikorian is a CFP® professional with 32 years of industry experience, currently serving at LPL Financial since 2006. He is based in Walpole, MA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in real estate rental activities, including ownership and management of residential properties. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining research, model portfolios, and technology to support diversified investment strategies.

Lindsay Laniefsky is a financial advisor at Morgan Stanley in Wellesley, MA, with 13 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Pavel Prihodko is a financial advisor at Merrill with Series 63 and Series 66 registrations and four years of industry experience. He has worked at Bank of America and JPMorgan Chase prior to his current role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to a range of individual and institutional clients.

Bradley Riedl is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2008 alongside his father. He focuses on serving families with complex financial needs, guiding them in developing generational goals and addressing their financial concerns amid the current economic climate. Bradley’s expertise includes divorce transition planning, equity compensation services, family wealth management strategies, legacy planning, liquidity management, retirement income, and special needs planning strategies. Bradley draws on his background as a Certified Public Accountant and his deep experience within a father-son team to provide attentive, personalized service to clients, helping them navigate complex financial situations. His client base includes business owners, physicians, dentists, tech and biotech founders, and senior corporate executives, many of whom value both results and relationships. He is committed to understanding each client’s unique story and identifying financial goals that may not have been previously discussed, while addressing overlooked aspects such as trusts, wills, and insurance provisions. Bradley holds a Bachelor’s Degree from Susquehanna University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Based in Needham, he lives with his wife Colleen and their three children. Outside of work, Bradley enjoys fishing, golfing, hunting, skiing, swimming, tennis, and spending time with his family.

Robert Groh is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Stryker Sustainability Solutions for eight years and Northern Lights Painting Company for one year. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Robert Porack is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Metlife Securities Inc., General American Distributors, Inc., and MetLife Investors. He operates an insurance brokerage focused on life and health insurance and serves as an adjunct faculty member teaching a graduate-level wealth management course at Merrimack College. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and provides various event-driven planning services such as divorce and estate-settlement planning.

Bruce Gould is a financial advisor with Morgan Stanley in Wellesley, MA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley and Merrill in multiple roles since 2009. Outside of his advisory work, he is involved with a trust-related business activity in Uxbridge, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving individual and institutional clients with a variety of financial planning and investment programs, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and supports a broad range of investment strategies and products.

Samuel Brand is a financial advisor with Edward Jones in Walpole, MA, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2019 to 2021, as well as nine years of service in the US Navy. Outside of advising, he manages a rental property in Woburn, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm has a large network of financial advisors and branch offices and offers affiliated mutual funds, tax-efficient services, and securities-based lending options under a fiduciary standard.

Jonathan Lilja is a CFP® professional affiliated with Cetera who has 23 years of experience in the financial industry. He has been associated with Cetera Advisors LLC since 2014 and with Cetera since 2024. Outside of his advisory role, Lilja serves as a part-time EMT for the Town of Rockport Ambulance Department, is a conservation commission member, and a select board member for the Town of Rockport. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliations to provide diverse investment solutions.

Kevin Auerr is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He previously worked at Lincoln Financial Advisors for 16 years before joining Cambridge Investment Research Advisors in 2023. Auerr is also owner of Dean Avenue Planning Group LLC and Auerr, Zajac & Associates, LLP, where he provides investment advisory and tax services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals using a range of proprietary and third-party investment strategies.